For months now we’ve been writing about angst across the economy. Depending on the writer or the economic report, Americans ...
The Democratic Party’s victory in the midterms was not especially surprising. (I have been saying for two months that the ...
I have written on various aspects of artificial intelligence for the last two weeks. My intention was to move on to do some ...
It is a distinctly American trait to create environments where entrepreneurs thrive, hard work leads to a better life, and a ...
Have you ever sold a winning position just to watch the shares continue to run higher? How about your losers? Have you ever held onto hope and a losing position for longer than you should? Then you ...
We’re smack-dab in the middle of the most important week of third-quarter earnings reporting. Over one third of S&P 500 ...
When a Credit Default Swap Isn’t about Credit Just this last week we saw Broadcom's $63 billion Anthropic financing vehicle, Meta's $95 billion stock sale, neoclouds still shut out of credit, SK Hynix ...
David Rosenberg Transcript Slides Bonus 2 Bonus Slides 2 Slides 3 David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio David Rosenberg Bio ...
We are buried beneath the weight of information, which is being confused with knowledge; quantity is being confused with abundance and wealth with happiness. - Tom Waits Interview "All Songs ...
For the last two years, I have been writing about the promise of Artificial Intelligence, noting the extraordinary, unbelievable, galactic-sized capital investments needed to move this new technology ...
This week could mark something that hasn’t happened to me in years—I may end up selling my shares of AbbVie (ABBV) at a price below the market value. It’s all going to depend on if the share price ...